Allspring Emerging Growth Fund Q1 2026 Performance Review

Shares rallied during the quarter as Modine beat financial expectations, driven by surging data center demand, improved profitability, and higher guidance. After years of capacity constraints across the aerospace industry, Carpenter Technology is benefiting from increased production rates at Boeing and recent regulatory approvals that are driving demand for mission-critical materials and components. Genius Sports is positioned to benefit from continued U.S. sports betting expansion, margin improvement, and the evolution of its media technology offerings.